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Wealth Management Consultant

2 months ago

Chicago, Illinois, United States Corient Private Wealth LLC Full time
Become a key player in a dynamic team that champions your professional journey

At Corient Private Wealth LLC, we specialize in assisting high-net-worth individuals, families, and accomplished professionals in leading fulfilling lives while safeguarding their wealth for future generations. Our mission is to surpass expectations, simplify complexities, and build enduring legacies. We are continually seeking driven and talented individuals to enhance our team. If you aspire to work in an environment that recognizes your contributions and fosters your development, we would be eager to connect with you.

Position Overview:

We are looking for a Trust, Estate, and Financial Planning Specialist to collaborate with discerning clients and their advisors on intricate planning challenges and opportunities. This role involves providing solutions related to trust, estate, tax, retirement, investment, and philanthropic strategies. The individual will work closely with internal teams, including Wealth Advisors and Business Development experts, to deliver impactful planning solutions for both current and prospective clients.

Key Responsibilities:
  • Lead and manage the wealth planning process, which encompasses the design, analysis, and presentation of tailored plans that reflect each client's specific needs.
  • Identify challenges and opportunities for value-added planning to discuss with clients and their advisors. Key focus areas include:
    • Financial Independence and Cash Flow Analysis
    • Estate and Wealth Transfer Strategies
    • Tax Optimization
    • Insurance Needs Assessment
    • Executive Compensation Structuring
  • Present plans to clients in a clear and engaging manner, including preparation for meetings, construction of financial plans, and ongoing client service.
  • Develop expertise in relevant planning issues, sharing updates with the team and contributing to the Firm's online presence through blogs and social media.
  • Engage in client acquisition efforts through both individual and collaborative initiatives.
  • Seek opportunities to enhance existing client relationships and increase overall engagement.
  • Foster referral opportunities through client interactions.
  • Guide and mentor advisors on financial planning techniques.
  • Lead, mentor, and support junior wealth planners.
  • Contribute to the strategic development of the Firm's wealth planning services.
Qualifications and Skills:
  • Minimum of 7 years of experience in legal, tax, or wealth management sectors.
  • Bachelor's degree and certifications such as Certified Financial Planner (CFP), CPA, or JD required.
  • Proficient in Microsoft Office applications (Word, Excel, PowerPoint).
  • Experience with financial planning software; familiarity with MoneyGuidePro, eMoney, and Holistiplan Tax Software is advantageous.
  • In-depth understanding of personal tax matters and estate planning.
  • Professional demeanor, personable approach, and self-motivated work ethic.
  • Strong interpersonal skills and a collaborative mindset are essential.
  • Experience in client presentations with a confident and empathetic style, capable of addressing challenging inquiries effectively.
  • Excellent organizational skills, ability to multitask, attention to detail, and a service-oriented mindset are crucial.
  • Entrepreneurial spirit and approach to business development.
  • Exceptional written and verbal communication abilities.
We are an equal opportunity employer, committed to diversity and inclusion in the workplace.